401(k) · DOL Form 5500 · 2024

The Rabbi Harry H. Epstein School, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
169
Participants Small participant base
71st
Percentile by assets National rank
$122,825
Avg per participant Near avg balance/head
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Official DOL plan name: The Epstein School Retirement Plan · Sponsored by The Rabbi Harry H. Epstein School, Inc. · Georgia · Educational Services

$21M in assets, 169 participants

The Rabbi Harry H. Epstein School, Inc.'s The Epstein School Retirement Plan reported $21M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,958 in Educational Services (3,638 peers)

Coverage in Georgia

The Epstein School Retirement Plan covers 169 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.

#1,958
in Educational Services (3,638 peers)
+9.4%
assets growth YoY

The Epstein School Retirement Plan's outsized position by total assets

The Epstein School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,757,408 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Epstein School Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Epstein School Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Epstein School Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Epstein School Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Epstein School Retirement Plan reported participants fell from 179 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581164034 · The Rabbi Harry H. Epstein School, Inc. PY 2024 · 401(k)

The Epstein School Retirement Plan · $21M · 169 · 71st

  • EBSA $21M
  • PART 169
  • TYPE 71st
  • NET 401(k)
  • BOOK near Storer Transportation Service, Inc. Profit Sharing 401(k) Plan
  • VS-ST ind #1958

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Georgia →

The Epstein School Retirement Plan in the asset neighbourhood

The Epstein School Retirement PlanThe Epstein School Retiremen…$21MStorer Transportation Service, Inc. Profit Sharing 401(k) PlanStorer Transportation Servic…$21MMeetings & Incentives Worldwide, Inc. 401(k) P/S PlanMeetings & Incentives Worldw…$21MProject Resources Group, Inc. Profit Sharing PlanProject Resources Group, Inc…$21MCody Pools 401(k) Plan$21M
End-of-year total assets ($M) among The Epstein School Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN581164034
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rabbi Harry H. Epstein School, Inc.)

Sponsor-wide plan assets over time

All The Rabbi Harry H. Epstein School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 28.324159112152998% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.2M $20.8M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 69 $16M
2023 1 179 $19M
2024 1 169 $21M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Epstein School Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The Epstein School Retirement Plan, Total assets ($B): 0.020757408 · Participants: 169The Epstein School Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
The Epstein School Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Epstein School Retirement Plan side-by-side with 3 peers →

The Epstein School Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Storer Transportation Service, Inc. Profit Sharing 401(k) Plan in CA ($21M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Epstein School Retirement Plan assets move in 2024? ▼
The Epstein School Retirement Plan grew at a solid clip - up 9.4% during 2024, from $19M to $21M. Reported net income was $2M.
How have The Rabbi Harry H. Epstein School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rabbi Harry H. Epstein School, Inc.'s sponsor-wide assets grew 28.3%, from $16M to $21M.
Which 401(k) plans are similar in size to The Epstein School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Storer Transportation Service, Inc. Profit Sharing 401(k) Plan in CA ($21M, 904 participants).
Which 401(k) plans cover a similar participant headcount to The Epstein School Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581164034.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.